Clearsight Wealth Management, a UVic Alumni Association affinity partner, was acquired by the Winnipeg-based financial services company Wellington West in October 2006.
“This is an exciting new partnership that will benefit alumni and professionals across the country,” says Michael Burns, Clearsight’s senior vice-president of marketing and affinity relations. “After careful due-diligence, we’ve chosen to partner with the leading independent financial services company in Canada. Wellington West provides superior investment solutions to meet the specific needs of alumni and professionals.”
With more than 40,000 clients and $8 billion in assets, Wellington West is one of Canada’s fastest growing investment firms. It has more than 100 experienced investment advisors in 30 branches across Canada.
Wellington West came out number one in the 50 Best Employers in Canada Survey by Hewitt Associates and Report on Business magazine. It was also named one of the 50 Best Managed Companies in Canada in 2006, in a survey sponsored by Deloitte, CIBC Commercial Banking, the National Post, and the Queen’s School of Business.
In Victoria, investment advisor Fancy Ching, BA ’86, provides Clearsight’s services to alumni and she can be reached at email@example.com.
The alumni association and Clearsight entered a formal partnership in 2005, and Clearsight has since been a regular supporter of alumni programs and events, including the annual Legacy Awards.
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